See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,518 | $217,402-5.5% | $185,823+10.6% | $167,490+22.7% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 15.10% | 148.36%-133.3pp | 122.05%-106.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,560 | $5,873-56.4% | $5,167-50.5% | $4,837-47.1% |
| Participant deferral / active EE | $3,200 | $6,356-49.7% | $5,568-42.5% | $6,341-49.5% |
| Admin fee / account holder | $1,607 | $19,811-91.9% | $16,237-90.1% | $12,309-86.9% |